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NVIDIA and the Structural Investments Fueling the AI Buildout

As AI investment has shifted from experimental to structural, it has created unprecedented visibility into AI demand trends. The AI investment cycle is ramping up, with hyperscalers, sovereigns, and newer “neoclouds” pouring resources into AI platforms, tools, and the infrastructure supporting it all.

In this report, we leverage Tegus Expert Insights from the AlphaSense platform to show how a new wave of AI investment is driving an explosive technology buildout, and examine whether NVIDIA can maintain its market dominance through its full-stack hardware and software ecosystem.

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HedgeWeek-AIMA Mid-Year Allocator Sentiment Report 2025

This report, a collaboration between Hedgeweek and AlphaSense, summarizes a survey of nearly 100 global allocators. It reveals a renewed optimism for hedge funds in 2025, with almost half of investors planning to increase allocations despite geopolitical volatility.
ReportFinancial Services
Title of report

Turn internal knowledge into usable, scalable insights with AI

Traditional discovery methods are no match for the speed and complexity of business today. Forrester’s report highlights why proprietary knowledge is the most critical differentiator and how leaders are turning that knowledge into a lasting competitive advantage with AI.
ReportAI
Insights with AI

Top AI Use Cases for Investment Firms

Recent findings from AlphaSense’s 2025 State of AI for Business and Finance report indicate that over 80% of organizations increased the use of generative AI in their workflows during the past year.
ReportFinancial Services
Top AI Use Cases for Investment Firms

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